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Umpqua Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Umpqua Bank’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
+20,210
New +$1.06M 0.25% 84
2024
Q3 		– Sell
-7,685
Closed -$258K – 155
2024
Q2 		$258K Hold
7,685
– – 0.1% 130
2024
Q1 		$248K Buy
+7,685
New +$242K 0.1% 131

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Umpqua Bank's ESGE Position: Q2 2026 in Review

Umpqua Bank opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2026: 20,210 shares worth $1.11M. The stake represents 0.25% of the portfolio and ranks #84 among its holdings. This is a return to the name: Umpqua Bank previously reported a position in ESGE as recently as Q2 2024.

Umpqua Bank first reported a position in ESGE in Q1 2024 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Umpqua Bank held 20,210 shares of iShares ESG Aware MSCI EM ETF worth $1.11M as of Q2 2026.
  • iShares ESG Aware MSCI EM ETF was a new Umpqua Bank position in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.25% of Umpqua Bank's portfolio in Q2 2026, its #84 holding.
  • Umpqua Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.